Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Capital Appreciation Fund* in their Schedule of Assets, totaling $13.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $3.5M |
| 2 | BUTLER MACHINERY COMPANY BUTLER MACHINERY COMPANY RETIREMENT PLAN | FARGO ND | 954 | $231.4M | $2.4M |
| 3 | HONOLULU FREIGHT SERVICE |
SEATTLE WA |
| 233 |
| $22.3M |
| $1.3M |
| 4 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $1.2M |
| 5 | NEW JERSEY EDUCATION ASSOCIATION NJEA SUPPLEMENTAL SAVINGS PLAN | TRENTON NJ | 392 | $67.4M | $834K |
| 6 | TEN-8 FIRE & SAFETY, LLC TEN-8 FIRE & SAFETY, LLC 401(K) PLAN | BRADENTON FL | 180 | $15.5M | $430K |
| 7 | OUTBRAIN INC. OUTBRAIN INC. 401(K) PLAN | NEW YORK NY | 107 | $17.0M | $355K |
| 8 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $347K |
| 9 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $294K |
| 10 | ARNOLD COMPANIES, INC. ARNOLD COMPANIES, INC. 401(K) PROFIT SHARING PLAN | KIMBALL MN | 262 | $28.7M | $279K |
